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ViewPoint User Guide€¦ · ViewPoint User Guide CommSecAdviserServicescomau | 1800 252 351...

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Page 1: ViewPoint User Guide€¦ · ViewPoint User Guide CommSecAdviserServicescomau | 1800 252 351 ViewPoint User Guide How to load the Excel spreadsheet add-in from ViewPoint 1. First

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ViewPoint User Guide

How to add indicators to a chart

CommSecAdviserServices.com.au | 1800 252 351

ViewPoint User Guide

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Page 2: ViewPoint User Guide€¦ · ViewPoint User Guide CommSecAdviserServicescomau | 1800 252 351 ViewPoint User Guide How to load the Excel spreadsheet add-in from ViewPoint 1. First

Contents

How to select and organise widgets 2

How to change font size and style 3

How to reload saved watchlists 5

How to load a chart 6

How to add indicators to a chart 7

How to view announcements 8

How to view portfolios 9

How to link widgets broadcast 11

How to place an order 13

How to override commission 15

How to amend an order 16

How to place a contingent order 17

How to amend a contingent order 18

Excel spreadsheet add-in 19

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ViewPoint User Guide

How to select and organise widgets

1. Upon initial launch of ViewPoint the following screen will be displayed:

Choose ‘Add a template’ to use a premade layout, ‘Add a Widget’ to fill the layout with one widget, or ‘Divide your screen’ to carve out the layout into multiple widget frames. 2x2 is a good starting point for further customisation.

2. Once you have made a layout selection, you can begin customisation.

To add a widget, press the button to make a selection.

To carve the frame further, press the second button.

3. Once opened, widgets can be further customised via their menu, located on the top bar of each widget. An example is shown below:

Moving along the menu from left to right, the options include:

• Add Widget – this will layer a second widget over the original, with the ability to switch between both like tabs in a web browser

• Detach Widget – Opens the widget in a new browser window

• Maximise Widget – Opens the window in a pop-up window

• Replace Widget – Choose a replacement widget

• Carve Widget – Divides the widget frame into more frames (2x2 etc.)

• Remove Widget – Will remove the widget and leave a blank frame

Useful Tip: Widgets can be dragged and dropped onto empty frames or over existing widgets, which will layer them.

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ViewPoint User Guide

How to change font size and style

Change font size and style through your browser (not in ViewPoint).

To Configure on Google Chrome:

Option 1: First, click on the ‘Google Chrome Menu’, found in the top right corner:

Select ‘Settings’ then scroll down to ‘Appearance’.

From the ‘Appearance’ tab you can change font size via the drop down menu, and change font style by selecting ‘Customise Fonts’.

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ViewPoint User Guide

How to change font size and style (cont..)

Option 2: As a quick solution you can hold ‘Control’/’CTRL’ and press ‘+’ or ‘-‘ on your keyboard to zoom in and out within ViewPoint.

Option 3: Hold ‘Control’/’CTRL’ and use your touchpad or the scroll wheel on your mouse to zoom in and out.

To Configure on Internet Explorer: 1. Navigate to the ‘Settings Cog’ found in the top right corner:

2. Select ‘Internet Options’, then ‘Fonts’. Here you can change font style.

3. To change font size, go to the Menu Bar, select ‘View’ then ‘Text Size’ from the dropdown menu:

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ViewPoint User Guide

How to reload saved watchlists

1. To reload a saved watchlist, select ‘Load’ from the top-right corner of the widget:

2. A dropdown menu will appear, displaying all previously saved watchlists. Select from the available options and the watchlist will appear:

Useful Tip: Watchlists can be configured to user’s preferences. To do so, select the ‘Configure’ button located just beneath the ‘Watchlist’ search bar.

This allows customisation of the ordering of columns and which columns are visible/hidden.

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ViewPoint User Guide

How to load a chart

1. Navigate to a blank widget frame and press the button.

2. A menu pad will appear. Select the ‘Market Data’ tab from the menu on the left-hand side. Then select ‘Chart’ and ‘OK’.

3. Use the search bar within the widget to search for a security’s chart:

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ViewPoint User Guide

How to add indicators to a chart

1. To add indicators to your chart, select ‘Indicators’ from the top of the ‘Chart’ widget:

2. A dropdown menu will appear, from which you can select your desired indicators to add to the chart. Scroll down the menu to see all the available options:

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ViewPoint User Guide

How to view announcements

1. Navigate to a blank widget frame and press the button.

2. A menu pad will appear. Select the ‘Market Data’ tab from the menu on the left-hand side. Then select ‘News’ and ‘OK’.

Alternatively use the search bar at the top of the left-hand side to quickly find the desired widget.

2. The ‘News’ widget will open, and automatically display all market news.

3. To see company specific news, use the ‘Search Bar’ within the widget to filter out all other news.

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ViewPoint User Guide

How to view portfolios

1. Open the ‘Portfolio’ widget:

2. Select a client from the drop down menu (you can type to search by name or account number):

3. Click the icons to toggle between views:

4. Their portfolio will display:

Summary View:

Summary Detail Title

MR JOHN SAMPLE

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How to view portfolios (cont..)

Detail View:

Tile View:

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ViewPoint User Guide

How to link widgets (broadcast)

Broadcasting is a useful way to link together widgets that display single securities, such as the Quotes, Charts and Market Depth widgets. Follow the steps below to broadcast your widgets:

1. In a widget that you wish to link, click the ‘Circle Icon’ in the top left-hand corner of the widget:

2. This will open a pop-up menu that will allow you to choose a coloured circle, as shown below:

3. Choose one of the colours to represent the widgets that will comprise the broadcast group. Repeat the above steps for each widget in the broadcast group.

Below is an example of 4 widgets all linked (coloured orange):

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How to link widgets (broadcast)(cont..)

Useful Tip: You can have multiple broadcast groups. The example below shows two broadcast groups (red and blue):

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ViewPoint User Guide

How to place an order

1. Open the ‘Order Curtain’ and enter the relevant details:

Toggle Summary Box On/Off

Place Order

Override Commission will default to the rate set on the account

If Date, select Expiry Date

Select the relevant account from the drop down

Add Contingency Strategy if required

Select Buy or Sell

Select by Volume or Value

If Volume, enter desired Volume in units

Select Order Type (Limit or Market to Limit)

If Limit, enter Limit Price in cents

Enter Stock Code

MR JOHN SAMPLE

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How to place an order (cont..)

2. The ‘Confirmation Box’ will appear:

Unless Brokerage is overridden, commission will always display as $0.

As this message explains, the commission charged to the client will be at the default brokerage rate for this account.

It is not possible to display the default brokerage or the brokerage formula in ViewPoint.

3. Select ‘OK’ to confirm and place order.

MR JOHN SAMPLE (1122333)

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ViewPoint User Guide

How to override commission

1. Toggle the ‘Override Commission’:

2. Choose to override by ‘Category’ or ‘%’:

If by Category:

If by %:

Select Brokerage Code from the drop down list.

Enter desired commission % (% of trade value) OR minimum commission (in dollars).

3. Refer to the ‘Summary Box’ for explanation:

In this example, the commission charged to the client is $20 + GST = $22.

If brokerage is overridden, the amount showing in the Summary Box will be the total brokerage charged to the client’s account for the trade.

If it is more than the minimum brokerage payable to AUSIEX, the balance will be paid to the Dealer Group/Adviser.

If the total brokerage is less than the minimum brokerage payable to AUSIEX, the client will be charged the amount in the Summary Box and the balance will be invoiced to the Dealer Group/Adviser.

4. Place the rest of the order as normal.

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ViewPoint User Guide

How to amend an order

2. Select the in-line menu, then ‘Amend’ from the drop-down that appears.

This will open the order curtain where you can proceed to amend your order.

1. Open the ‘Order Pad’ widget:

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ViewPoint User Guide

How to place a contingent order

1. Toggle ‘Add Contingency Strategy’ from the ‘Order Pad’ widget:

Select Regular

Select Price Base (Bid, Ask or Last)

Select Condition

Select by Points or Price

Refer to the Summary box for explanation:

In the example shown on the left, the condition is: Buy 20 CBA at a price that is less than or equal to $80.00 given the Last Price is $80.00 or less.

To select a condition strategy based on Points, simply enter the points level increase/decrease required in relation to the Last Price.

2. Place the rest of the order as normal.

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ViewPoint User Guide

How to amend a contingent order

2. Toggle to the ‘Contingency Tab’, which will display all current contingent orders.

3. Select the in-line menu, then ‘Amend’ from the drop-down that appears.

1. Open the ‘Order Pad’ widget:

This will open the order curtain where you can proceed to amend your order.

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ViewPoint User Guide

How to load the Excel spreadsheet add-in from ViewPoint

1. First ensure that you have the IRESS Excel Add-In installed. If not, select ‘Download Excel Addin’ from the Application Menu:

2. Next, ensure that the add-in is enabled in Excel. To do so, go to the ‘File’ tab in Excel, then ‘Options’ and then ‘Add-Ins’. At the bottom of the window, use the dropdown menu to select ‘Manage: COM Add-ins’ and select ‘Go’:

Ensure that ‘ViewPointExcelAddin’ is ticked, and select ‘OK’.

3. Now, an ‘ADD-INS’ tab should have appeared at the top of Excel. Navigate there and select ‘IRESS Login’:

4. Return to the Application Menu in IRESS and select ‘Connect Excel Addin’.

This will automatically log you in and allow you to input commands through the ViewPoint curtain in Excel to populate your spreadsheet.


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